Rundahl Financial Consultants,LLC
Financial Services - Johnston, Iowa, United States
Rundahl Financial Consultants,LLC Employees
Rundahl Financial Consultants,LLC Details
For more than 16 years, Dan Rundahl has been serving his clients and their families through his work in the financial services industry.Dan's mission is to serve others by helping them to discover and understand their financial and retirement goals and then help them shape a comprehensive plan to accomplish those goals.Using his holistic approach, Dan helps his clients through three important steps in any financial plan.1st. Dan focuses on helping his clients accumulate assets, so they may have the opportunity to achieve their retirement goals. This includes learning what's important to you and what you wish to accomplish in life.2nd. Dan looks to preserve your assets with proper planning. This involves your overall assessment including your current needs and retirement income needs. He may use a combination of insurance and investment products coordinated exclusively for you and your family.3rd. The one step overlooked by less experienced advisors, is your retirement income, the distribution stage. Dan's years of experience allow him to help you make decisions when you reach that important stage of your life, retirement.*Securities & investment advisory services offered through Brokers International Financial Services, LLC, Member SIPC. Brokers International Financial Services, LLC is not an affiliated company.**Rundahl Financial,LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.Mutual Funds are sold by prospectus. Please consider the investment objectives, risks, charges, & expenses carefully before investing in Mutual Funds. The prospectus, which contains this & other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.Fixed Annuities are long term insurance contacts & there is a surrender charge imposed generally during the first
